SEC 13F Intelligence

DFHDREAM FINDERS HOMES INC

CUSIP 26154D100 · Yahoo Finance ↗ · Google Finance ↗

Dream Finders Homes Inc (DFH) has 191 institutional holders in Filings Flow’s 13F database, together reporting 30.36M shares worth $418M as of Q1 2026. The largest reported holders are Blackrock, Inc., Kayne Anderson Rudnick Investment Management LLC, and Vanguard Group Inc.

Institutional Holders
191
Q1 2026
Reported Value
$418M
Ticker
DFH
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 38Q2 ’21Q4 ’21: 44Q4 ’21Q4 ’22: 79Q4 ’22Q4 ’25: 188Q4 ’25Q1 ’26: 191Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $440MQ2 ’21Q4 ’21: $195MQ4 ’21Q4 ’22: $117MQ4 ’22Q4 ’25: $480MQ4 ’25Q1 ’26: $418MQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Arcus Capital Partners, LLC$278M AUM2.38%$7M475.3KQ1 2026OLDER
Bretton Capital Management, LLC$109M AUM2.17%$2M170.5KQ1 2026OLDER
Elgethun Capital Management$605M AUM1.16%$7M505.4KQ1 2026OLDER
Davidson Kahn Capital Management, LLC$188M AUM0.99%$2M111.8KQ4 2025OLDER
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM0.58%$3M123.5KQ3 2025OLDER
DENALI ADVISORS LLC$900M AUM0.52%$5M338.3KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.44%$39M2.78MQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM0.30%$445,90026.1KQ4 2025OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM0.24%$12M686.0KQ4 2025OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.20%$967,44069.5KQ1 2026OLDER
VARCOV Co.$268M AUM0.19%$494,03628.9KQ4 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.17%$59M4.27MQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.16%$1M94.5KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.11%$5M344.8KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.11%$318,75614.3KQ3 2025OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.08%$136,8008.0KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.07%$9M363.1KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.06%$1M39.5KQ3 2025OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.06%$264,48810.2KQ3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.06%$585,22222.6KQ3 2025OLDER
Game Plan Financial Advisors, LLC$222M AUM0.06%$125,2809.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.05%$5M344.8KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.05%$376,30714.5KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.04%$199,2997.7KQ3 2025OLDER
Alpine Global Management, LLC$668M AUM0.04%$172,31710.1KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$376,20227.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M104.1KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.02%$331,79723.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$732,61052.6KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$203,40811.9KQ4 2025OLDER
Giverny Capital Inc.$2.7B AUM0.02%$550,65432.2KQ4 2025OLDER
Palouse Capital Management, Inc.$160M AUM0.02%$28,3411.6KQ2 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.02%$2M89.3KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$452,02532.5KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.01%$594,24442.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$26M1.88MQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.01%$363,08421.2KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$182,67213.1KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.01%$159,96510.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$212,22415.2KQ1 2026OLDER
Index Fund Advisors, Inc.$2.2B AUM0.01%$198,51411.6KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$255,6239.9KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.01%$97,8715.7KQ4 2025OLDER
Eukles Asset Management$224M AUM0.01%$22,5381.3KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$374,90726.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$559,90440.2KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$383,10822.4KQ4 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.01%$1M83.3KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$88,6305.1KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$7M499.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$287,33720.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$172,53110.0KQ2 2026
State of Wyoming$844M AUM0.01%$53,9123.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$395,40323.1KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$349,16925.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$531,53538.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$194,76911.4KQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.00%$228,0968.8KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$1M102.8KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$17,9291.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$20M1.45MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$347,19820.3KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.00%$382,68927.5KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$160,91511.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M110.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M146.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M77.0KQ3 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$1M80.2KQ4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$36,8772.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$872,15633.6KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$268,96219.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$91,1613.5KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$247,23317.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$176,78412.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$747,86653.7KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$8,560615Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$208,03414.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$317,18022.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$231,2328.9KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$814,55758.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$82,2684.8KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$568,54840.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$244,12014.3KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$928,72866.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M164.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$185,22013.3KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$31,1041.2KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M109.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M101.2KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$3,467249Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$45,7413.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$208,21515.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$53,3143.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$225,97716.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M93.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$453,60017.5KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$14,5461.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$220,21415.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$725,26052.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$180,23612.9KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$11,136800Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$239,17317.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$91,8166.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$219,5948.5KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$683,05449.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$65M4.67MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,384150Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M340.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$20M1.47MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$842,56460.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$315,39922.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$35,1202.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M497.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M139.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$116,2328.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M80.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$128,8449.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M415.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M329.7KQ2 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M120.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$24M1.69MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$53M3.09MQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$28,5082.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$145,21310.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M200.1KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$3,591258Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$1,392100Q1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$7,542441Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M112.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$10M718.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$895,54364.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,642213Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$413,07629.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M274.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M311.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$537,25438.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$117,4266.9KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$235,26213.8KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$3M218.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$771,16855.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$17M1.24MQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$479,08034.4KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$5,763337Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,55791Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M87.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$369,74326.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M152.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$224,8408.7KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$710,90851.1KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$44632Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$83,5206.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$756,80254.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M85.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$698,49250.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$511,64436.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$90,5646.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$137,0849.8KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,357658Q2 2026
Nuveen, LLC$369.3B AUM0.00%$1M77.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,034596Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$211,5078.2KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$92,3176.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$197,35814.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M258.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M114.4KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$83849Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$132,7149.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$60,3164.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M131.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$219,27312.8KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$269,54210.4KQ3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$97570Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$927,23966.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$10,997790Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$170,25612.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$230,57116.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$306,22622.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$592,15742.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$12,932929Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,26073Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$5,832419Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$640,96146.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$72628Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M146.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,02660Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,967716Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$8,797632Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,429259Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$161,75111.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$81,8025.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$520,90037.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$57141Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$71051Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$17,8451.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,008216Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$793,99757.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$5,777415Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$163,56011.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$30,9302.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$237,34813.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$66,5094.8KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$44632Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$33424Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,564256Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$69750Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$39128Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$26010Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$165,19611.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$28420.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,130300Q4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$44532Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$51537Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$6,111439Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$27820Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,373169Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$31,4872.3KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$865Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$29221Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$20915Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$3,480250Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$19,0981.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$170,41412.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,784200Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1549Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$16,5501.2KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$26419Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$522Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$181Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$100,2327.2KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$171Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6,532382Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$352Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$18113Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$141Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1,392100Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$44632Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$12,000869Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2078Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$513Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,531110Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$846Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1207Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.